Eric Michael Jacobsen

Chief Executive Officer at

Jacobsen Capital Management LLC

61 year

Consumer Services

Finance

Profile

Mr. Eric M.
Jacobsen is a Managing Member & Chief Compliance Officer at Jacobsen Capital Management LLC.
He is also the founder and principal of the firm.
Before starting JCM, Mr. Jacobsen was a registered representative for both Equity Service, Inc (1999-2001) and The MONY Group (1990-1999).
During his tenure at the MONY Group, he also had other responsibilities in addition to being a Registered Representative.
He was a Sales Manager (1994-1996), Regional Director (1997-1998), Managing Director (1998-1999).
He also was the branch manager and office supervisor for Equity Service, Inc. (1999-2001).
Each of these responsibilities involved the recruiting, training, and supervising of other Registered Representatives.
He received his B.S.
in Economics degree from the University of Utah.

Eric Michael Jacobsen active positions

Companies	Position	Start
Jacobsen Capital Management LLC Jacobsen Capital Management LLC Investment ManagersFinance Jacobsen Capital takes an active approach to managing their client’s assets. The firm uses a variety of investment vehicles to build client portfolios including mutual funds, ETF/ETN products, separately managed accounts, individual stocks and bonds and any other widely available securitized product.	Chief Executive Officer	2000-12-31

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Private companies	2
University of Utah University of Utah Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Jacobsen Capital Management LLC Jacobsen Capital Management LLC Investment ManagersFinance Jacobsen Capital takes an active approach to managing their client’s assets. The firm uses a variety of investment vehicles to build client portfolios including mutual funds, ETF/ETN products, separately managed accounts, individual stocks and bonds and any other widely available securitized product.	Finance